Certificate in Family Office Advising (FOA)

The Certificate in Family Office Advising (FOA) is a specialist qualification focusing on essentials of setting up a successful family office practice. This certification is delivered through a blend of distance learning, online learning, family office events and a two-day workshop led by industry experts.

A Family Office professional provides his clients with a broad range of services including wealth management, tax planning, trust and succession planning, philanthropy, concierge, international relocation, book-keeping, administrative, corporate services and family governance.

Indian family offices are at a nascent stage of development. While the growth is encouraging, most of the Indian family offices are still at an early stage of and are far from being process-driven and professional. This presents an opportunity for wealth management experts to step up their offering to fill in this huge gap. Indian family businesses are at a very interesting juncture with most of the prominent business families expected to pass on the control to the next generation over the next 5-10 years. This is a historical opportunity for all those managing family wealth.

FOA designation is designed to help such wealth management professionals in developing holistic family office management skills.

Course Fee:

1) Self Study: Rs. 30000 (Exclusive of GST))

This fee includes:

The bespoke course manual

Access to exclusive tools and techniques

2 course Webinars/ Conference Calls by/ with Family Office Experts

Assessment fees (1 appearance)

Complimentary AIWMI Professional Membership for 1 year

2) Classroom Route: Rs. 1,00,000 (Exclusive of GST)

This fee includes:

The bespoke course manual

Access to exclusive tools and techniques

6 course Webinars/ Conference Calls by/ with Family Office Experts

2 day workshop

Assessment fees

1 Complimentary pass to AIWMI’s Family Office Summit India

1 Complimentary Pass for Indian Family Business Conference at IIM Ahmedabad